The Securities & Derivatives Lead Analyst Vice President is a senior level position responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the Operations - Transaction Services team. The overall objective of this role is to facilitate the clearance, settlement and investigation of client securities and derivatives transactions.
Responsibilities:
Identify project resources, monitor work and budget, and mitigate risks v
Ensure satisfactory completion of daily project operations in backing of existing and new clients, including all regulatory requirements
Develop, implement and track appropriate KPIs (key performance indicator) and SLAs (service level agreement) for the group
Recommend and implement new systems and enhancements to securities processing procedures
Provide an in-depth analysis and develop solutions to issues related to securities processing or hedge fund activities
Conduct discovery and due diligence activities with clients to meet their needs
Assess service quality and identify areas for improvement
Advise and coach new/lower level personnel
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
6-10 years of relevant experience
Subject matter expert in at least one area of Securities and Derivatives processing
Advanced knowledge of hedge funds activities including calculation of Net Asset value (price), recording of corporate actions, reconciling cash and holdings, and pricing of securities
Consistently demonstrates clear and concise written and verbal communication skills
Education:
Bachelor’s Degree/University degree or equivalent experience
Master’s degree preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Wealth Operations, Non-Financial Regulatory Reporting, VP
Description:
The Senior Operations Expert – VP is a high‑performing individual contributor and one of the firm’s most knowledgeable specialists in Americas Non‑Financial Regulatory Reporting (NFRR) for Wealth Management. This role operates with a strong degree of independence and is responsible for daily Run‑the‑Bank (RTB) execution, including the preparation, review, validation, and control oversight of Citi Wealth’s most complex non‑financial regulatory reports.
The VP ensures consistent operational execution, adherence to established procedures, integrity of reporting controls, and timely escalation of issues. The role supports regulatory inquiries, internal audits, and compliance reviews and provides subject‑matter expertise across reporting regimes such as SEC, FINRA, MSRB, CFTC, HKMA, SFC, MAS, FCA, ESMA/MiFIR, CSSF, UAE Central Bank, IIROC, and other global authorities relevant to Wealth.
Operating without direct people management responsibilities, this individual contributor drives day‑to‑day reporting accuracy, maintains audit‑ready documentation standards, strengthens control execution, and supports RTB‑aligned aspects of strategic initiatives and change programs through subject‑matter review and operational impact assessments.
Responsibilities:
Operational Execution & RTB Production (Primary Focus)
Control Execution, Quality Assurance & Issue Management
Expert Advisory & Stakeholder Partnership
Governance, Documentation & Procedure Stewardship
Thought Leadership & Knowledge Sharing
Qualifications:
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Job Family Group:
Operations - Transaction Services------------------------------------------------------
Job Family:
Securities and Derivatives Processing------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
Tampa Florida United States------------------------------------------------------
Primary Location Full Time Salary Range:
$103,920.00 - $155,880.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Anticipated Posting Close Date:
Apr 23, 2026------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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